Mark Scordato & Associates

Overview

Mark Scordato & Associates is a small corporate advisory practice that operates primarily as a registered representative of a broker-dealer and as an insurance broker while offering financial planning services. The firm’s stated fee model is non-assets-under-management: it charges fixed fees and hourly fees rather than operating as a traditional discretionary money manager. Data indicates the business is owned by an individual and is classified as “unclassified” in the snapshot; it is not identified as a capital allocator, a multi-state adviser, or a pension consultant. The combination of broker-dealer affiliation, insurance brokerage, and fee-for-service planning points to a practice oriented toward advice and product distribution rather than pooled-fund or institutional portfolio management. The firm is not an active ESG investor per the available information and is not listed as a related adviser to other registered firms.

Investments & Alternatives